lock in motionless autists
tech meta 2.0 is loading:
a16z is injecting another 2.5 billion dollars in onchain eco and the vibes around crypto shifted in the last few months, VCs think crypto is useful again (lmao). stablecoins, privacy, agentic payments are the main themes
probably the only meta, where everyone is fucking equal (yeah you got insiders who know devs, but in grand scheme of things it doesn't really matter)
the problem with attention meta (yeah we were in attn meta for the last year probably) is that tokens are easily vampable and the playstyle is super fast-paced, in a really short amount of time, you need to check lots of things and decide whether or not u wanna be in, which makes being a dev of those tokens higher ROI, cause when u are 0 block sniping, u r not risking anything, and lots of things are happening in the world, and you will always get the next chance.
in tech meta, being a dev is actually worse, because your projects do not pump instantly. One of the core metrics of choosing tokens is conviction of the dev:
1) how much time he's building
2) how many PRs he's opening (how many commits he's doing daily) etc
3) how active he is in twitter page (sharing updates etc)
which makes it harder for devs and better for traders, because there are lots of projects to choose from and if you are doing your research correctly, then you are bidding stuff that is actually tied to something useful.
lots of edge from attn meta won't work:
1) tracket wallets. if your research is dogshit, in 5-6 plays, people are just gonna stop tracking your wallet
2) cabals, well, imo they will still try to bundle stuff, but without good devs it's pointless, and imo people got a lot smarter and they just wouldn't buy stuff that is not tied to a developer (anon project twitter pages will stop working imo)
3) new KOLs will emerge, old ones are gonna left behind (in previous AI meta, you saw big KOLs crying on TL, begging for animal meta to come back)
how to capitalize?
1) make a group chat and start researching every potentially decent tech coin with your friends. There are lots of projects, who've been building for months and imo they are gonna be the first to pump
2) fade fresh launches, you are gonna see stuff running to millions in 3-4 candles, but it's better to research things first
3) just lock in
- meph